Saxo Bank Enhances SPC Platform With New Features

Saxo Bank updates SPC (SaxoPartnerConnect) with a new client tree and menu to boost navigation, search, and partner efficiency.

Key points:

• New client tree offers full hierarchical client views and advanced search for easier data access.
• Redesigned menu and interface make managing client relationships more intuitive and efficient.

Multi-asset investment specialist Saxo Bank has announced a series of significant updates to its SaxoPartnerConnect (SPC) platform, aimed at delivering greater convenience and efficiency for its partners.

Saxo Bank Enhances SPC Platform With New Features

Starting 1 August, SPC users can access a redesigned main menu and revamped client tree, developed through extensive internal discussions, user research, and direct partner feedback.

So, the upgraded client tree offers a comprehensive hierarchical view, enabling partners to better manage and understand relationships between clients, accounts, and users. Among its key features are:

• Complete hierarchical view: Partners can now gain full visibility into the entire client structure, making it easier to navigate between different entities and understand their interconnections.
• Advanced search functionality: The enhanced search tool allows users to locate specific information rapidly by searching client names, IDs, account details, or usernames, ensuring they can access critical data when needed.
• User-friendly interface: Designed with ease of use in mind, the new interface aims to help partners focus more on managing and nurturing client relationships rather than navigating complex systems.

Saxo Bank says the updates reflect its commitment to continuous improvement and its focus on empowering partners with the tools they need to deliver exceptional client service.

Furthermore, these enhancements are a direct result of Saxo listening to its partners and understanding how to make their daily workflows more intuitive and productive. The bank also hopes the changes will support its partners in managing client information more efficiently and effectively.

The updated SPC platform features will be available automatically to all partners from 1 August.

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